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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: BN is sitting at 7.5%, AXON - BKNG are 5% and the rest are 3% positions totaling approx. 83% of my stock assets. I have some 1-2% positions in my cash account (GSY, ATZ, PRL, CLBT, HPS.a, BNS,SU, TMDX, TVK and CNQ. I'm heavy tech, financials and industrials going into H2 2025. Would you add to, remove or change anything is this was your account (assuming you're 52 and plan to retire in 8 years). Not looking for a person allocation but rather if it was you, what might you be looking to adjust, if anything. Note I have no utilities currently. Thanks and have a great weekend.
Read Answer Asked by Don on June 24, 2025
Q: Role play. You're you giving yourself advice:

Assuming the market is going to puke all over itself today, what are you buying and how long are you waiting to pull the trigger on it?

Everything is long term hold.

Thanks
H
Read Answer Asked by Harrison on June 23, 2025
Q: I hold all these tech stocks as part of a well diversified portfolio with weightings below. Tech stocks are 25% weight in my overall portfolio. The issue I'm having is determining how many to hold in this sector and what weight to allocate each. All new names that I see on my potential watchlist with high growth seem to be all tech names as well (CRWV, CRCL, SRAD, GENI, RDDT, etc..) but I'm hesitant adding more tech if my holdings are already high quality unless one of them is dragging its feet. I'm trying to balance between holding long term compounders like CSU, LMN, TOI vs high growth shorter term names like NBIS, VRT, CLS that are benefitting from AI tailwinds which could turn quicker. Do I hold 5 companies at 5% or 10 companies at a mix between 2%-5%.

Do you see any overlap here in names that could be combined? If you had to rank these names based on growth and risk/reward, what would they be currently for the next 5-10 years? What is the high level process you go through when trying to determine between candidates for a sector? Thank you!

Constellation Software Inc. 5.60%
Lumine Group Inc 5.04%
Shopify Inc 3.02%
Crowdstrike Holdings Inc 2.20%
Topicus.Com Inc 2.17%
NVIDIA Corp 2.07%
Cellebrite DI Ltd 1.58%
Vertiv Holdings Co 1.41%
Celestica Inc 1.32%
Descartes Systems Group Inc 1.00%
Nebius Group NV 0.39%
Read Answer Asked by Keith on June 20, 2025
Q: Can you please discuss NVDA moving forward? I can’t help but notice you recommended them noticeably more in the past. Are you less interested in NVDA, or is it simply the added AI competition now in the market? It is up just shy of 10% the past 12 months, which is significantly lower than its historical run. Is it slowing down to the point of trimming? Taking profits ? Selling? Or simply buying more?

Thanks so much
Read Answer Asked by Nick on June 16, 2025
Q: Hi you reference the CEO as a genius. Any other companies with a CEO or management would could say are as close to PLTR management?

Thx
Read Answer Asked by blake on June 16, 2025
Q: Hi 5i, Would you consider these 10 stocks to be a part of significant players of the AI boom, these players are driving innovation, fueling need for better and bigger hardware and software infrastructure:

ANET: Provider for the networking solutions 
ASML: Leader in photolithography systems used in the manufacturing of semiconductors.
AVGO: Semiconductor Solutions and Infrastructure Software.
CEG: It provides clean energy and sustainable solutions
CRWD: Cybersecurity products and services
NVDA: Semiconductors and Equipment
PLTR: Big data analytics
TSM: World's largest dedicated chip foundry
TSLA: Automotive and clean energy company.
VRT: Critical infrastructure and services for data centers, communication networks

If you have to select 5 for a 10 year hold, which one would you pick.

if you have to select 3 for a 3 year hold ?

Please deduct as many question credits as you must!

Thanks
Read Answer Asked by Fernando on June 13, 2025
Q: Hello 5i,
Of the mag 7, I hold MSFT, GOOGL, and META. Please suggest the next mag 7 to hold or just add to those that I already have. This is for 7 to 10 years. My portfolio is balanced in all sectors as a blue chip, dividend, value investor with some growth. Eighty years old.
Thank you for your great service.
Read Answer Asked by STANLEY on June 12, 2025
Q: In a recent question you listed your top 5 North American stocks. What would be your next 5 best picks?
Read Answer Asked by Ian on June 11, 2025
Q: Hi 5i
What is your current opinion and outlook for Dell, given Nvda results. How comfortable would you be holding going into earnings today? Are they expected to meet their estimates or is it essentially a coin toss? They seem to be on a continued downward path.
Are Dell and HPQ considered similar ?

Would 5I have any interest in Dell at current prices?
Thx
Read Answer Asked by jim on June 02, 2025
Q: I enjoy all the questions that pass through. I’m not into day trading but certainly add a couple swing trades in as a boost as well as selling calls.

With the question you answered about Canadian companies for day trading would you please provide a few US names that would fit your criteria.

Thank you.
Read Answer Asked by Adam on June 02, 2025
Q: Hello 5i Team, I'm quite overweight CSU and was thinking about trimming some (or lots). I've held CSU since 2014 and think it might be time to reduce my exposure. If you were given a blank sheet and could pick 5 quality US and 5 quality Canadian names; which would they be?
Thank you Brent
Read Answer Asked by Brent on May 26, 2025
Q: General question about Microsoft. Historical data looks great, at least for the past number of years (when one looks at FCF, EPS, Share buybacks, Revenue growth, ROE, Debt - all appears to be great). Looking forward, what are your thoughts re investing in this company for the long term? My main concern is with valuation. It is trading at the high end of its average high P/E of the last number of years. What do you think are the plus, minuses and risk.
And as a secondary question, do you think there are better FAANG stocks, than MS (if yes, with a possible one sentence explanation)?

Thank You!
Read Answer Asked by Walter on May 23, 2025
Q: How compelling of a buy is this one ? I read your most recent response to a reader after their drop on earnings? Would you buy here given the drop? If other large cap tech is more attractive (mag 7 already owned) please offer some names that you would rank above ANET. Thank you
Read Answer Asked by Karim on May 23, 2025